Base Knowledge
Concepts of Mathematics, Computer Science, Economics, and Accounting.
Teaching Methodologies
Learning Results
A. Knowledge:
Equip students with advanced spreadsheet skills and practical experience in business-focused Self-Service Business Intelligence software.
B. Objectives:
Use spreadsheets for data analysis, simulation, and automating procedures.
Create Power BI dashboards to support business decisions.
Master data preparation and quality checks, and communicate results clearly.
C. Competencies:
Identify when to use different functions and formulas.
Use Excel to solve everyday business problems efficiently.
Use data’s flexibility to solve problems.
Use scenario simulation tools in real business situations.
Present business information efficiently and in real time to support decision-making.
Program
1. Working on Data Basis
1.1. Data Sorting, Automatic Filtering, and Advanced Filtering
1.2. Data Base Functions
1.2.1. Comparison of Advanced Filters and Data Base Functions
1.2.2. Main Database Functions
2. Overview of Date and Time Functions
3. Overview of Information Functions
4. Data Validation Methods in Excel
5. Features of Pivot Tables and Charts
6. Simulation Tools Available in Excel
6.1. Utilization of Goal Seek for Achieving Target Outcomes
6.2. Application of Solver for Optimization Problems
6.3. Application of Scenario Manager for What-If Analysis
7. Financial Functions
8. Methods for Importing Data into Excel
9. Overview of Self-Service Business Intelligence Tools
9.1. Introduction to Contemporary Data Visualization Tools
9.2. Principles for Designing Effective Dashboards
9.3. Overview of Power BI in Dashboard Development
Curricular Unit Teachers
Abraão Luiz Henriques Gomes da SilvaGrading Methods
The assessment methodology includes continuous assessment, should the student wish to pursue it (OPTION A), or assessment by final exam (OPTION B). Although optional, students will be encouraged to adopt the continuous assessment system, aiming to follow the classes and topics through active participation, promoting the best possible learning experience and the best retention and longevity of the acquired knowledge.
Internship(s)
NAO
Bibliography
Exercises and curriculum materials are available on the INFORESTUDANTE platform.
Deckler, Greg & Powell, Brett (2022) Mastering Microsoft Power BI: Expert techniques to create interactive insights for effective data analytics and business intelligence, Packt Publishing, 2nd Edition, ISBN: 1801811482
Carvalho, Adelaide (2017) Excel para Gestão: 65 exercícios, FCA – Editora de Informática, ISBN: 978-972-722 875-1
Carvalho, Adelaide (2017) Automatização em Excel: 69 exercícios, FCA – Editora de Informática, 978-972 722-872-0
Rodrigues, Luís Silva (2016) Utilização do Excel para Economia & Gestão, FCA – Editora Informática, ISBN: 978-972-722-775-4
Nogueira, Nun (2019) Power BI – para Gestão e Finanças, Lisboa, FCA Editores, ISBN: 978-972-722-895-9
Carvalho, Adelaide (2019) Exercícios de Power BI – Importação, Edição e Visualização de Dados, Lisboa, FCA Editores, ISBN: 978-972-722-910-9
Carvalho, Adelaide (2023) Práticas de Excel, Power Pivot e Power Query – Análise de dados, FCA Editores, ISBN: 978-972-722-928-4